Valeo Financial Advisors’s QuantumScape Corp QS Stock Holding History

Valeo Financial Advisors’s Portfolio QS Stock Details QS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,100	Closed	-$76K	–	632
2021 Q3	$76K	Buy	+3,100	New	+$70.8K	﹤0.01%	542
2021 Q2	–	Sell	-2,300	Closed	-$103K	–	1501
2021 Q1	$103K	Buy	2,300 +1,200	+109%	+$62.9K	﹤0.01%	611
2020 Q4	$93K	Buy	+1,100	New	+$40.3K	﹤0.01%	596

Other funds holding QS

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's QS Position: Q4 2021 in Review

Valeo Financial Advisors sold out of QuantumScape Corp (QS) in Q4 2021, closing a stake of 3,100 shares — an estimated $76K sold.

Valeo Financial Advisors first reported a position in QS in Q4 2020 and held it in 3 quarters. The position peaked at $103K in Q1 2021. 359 funds tracked by Wall St. Rank hold QS as of Q4 2021.

Valeo Financial Advisors reported no remaining QuantumScape Corp position as of Q4 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,100 QuantumScape Corp shares in Q4 2021, an estimated $76K.
Valeo Financial Advisors first reported a position in QuantumScape Corp in Q4 2020 and held it in 3 quarters.
Valeo Financial Advisors's QuantumScape Corp position peaked at $103K in Q1 2021.
359 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.